The Brutalist Report

MarketWatch

• Retailers keep tinkering with their AI shopping assistants, in search of better service [16d]
• Cisco to cut jobs so it can invest more in AI, and the stock rockets toward a record [16d]
• Cerebras’s IPO will be fresh a test of investor excitement for AI infrastructure [16d]
• The world lost nearly 1 billion barrels in oil supply over the past 75 days. Why investors aren’t worrying enough. [16d]
• Warsh faces rate pressure as April’s inflation spike leaves the Fed with zero excuses [17d]
• Ford’s stock is the S&P 500’s biggest gainer. The carmaker is putting a very Tesla spin on things. [17d]
• The Iran war could be a $300 billion shock — driving up mortgage rates and squeezing wages [17d]
• A highly concentrated stock market is supposed to be scary. What should you do about it? [17d]
• Cathie Wood’s flagship fund is largely missing out on a booming tech-fueled bull run [17d]
• Trump’s China visit could rattle markets if it doesn’t bring an Iran breakthrough [17d]
• Roast my house, Reddit! Desperate home sellers are asking strangers for help getting offers. [17d]
• In pushing for ‘Rush Hour 4,’ Trump is acting like a shadow executive producer [17d]
• This White House darling just became the 12th-most valuable private company. An IPO will be coming. [17d]
• Is inflation heading to 6%? Probably not — but it will get worse before it gets better. [17d]
• Why a buzzy fund that advertised stakes in hot startups like Anthropic suddenly plunged [17d]
• What CEOs from Tesla, Nvidia and over a dozen other companies hope to gain by joining Trump in China [17d]
• Why 3.8% inflation actually feels like an 8% hit to your retirement savings [17d]
• 20 stocks in the S&P 500 of companies with soaring sales and improving profit margins [17d]
• Few Americans can afford long-term care — but this state program could be a game changer [17d]
• Republicans are ‘secretly’ using ‘Trump accounts’ to privatize Social Security. It’s a lousy idea. [17d]
• Semiconductor names have never before held this much sway over the stock market. History shows that could be a problem. [17d]
• India has increased tariffs on gold. Why it might paradoxically be a positive signal for the metal. [17d]
• Wholesale prices jump to 4-year high and point to even more inflation in the next few months [17d]
• 5 tests Kevin Warsh will face on the first day as Fed chair [17d]
• Putin addresses Zelensky as ‘mister’ for the first time. Morgan Stanley says it means a vibe shift in peace negotiations. [17d]
• What’s at stake as Trump and an army of CEOs go to China [17d]
• Alphabet is the top holding of this five-star fund that is also finding 240% gains in the ‘unsexy’ side of the AI buildout [17d]
• ‘I have zero envy’: I’m 75, enjoy working and live below my means. Why are more people not like me? [17d]
• I want to go on a trip this fall. Should I wait until the Iran war ends to book my flight? [17d]
• ‘He is retired’: Should my husband take his Social Security at 62 and invest it? [17d]
• Nvidia’s Jensen Huang got the last Air Force One seat to China. Why it’s so crucial for the chipmaker. [17d]
• The stock market doesn’t need Fed cuts, says Morgan Stanley as it rachets S&P 500 view higher [17d]